David earned his Bachelor of Business Administration degree in Marketing from the Terry College of Business at The University of Georgia. In addition, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. David holds Series 6 and 63 securities registrations with LPL Financial and the Series 65 registration with IFG Advisory, LLC and is Georgia Life, Accident & Sickness, and Variable Products licensed.

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